Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,358 | $159,934-54.1% | $147,005-50.1% | $145,959-49.7% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 18.56% | 98.24%-79.7pp | 418.76%-400.2pp | 561.95%-543.4pp |
| Employer contribution / active EE | $14,317 | $5,287+170.8% | $4,934+190.2% | $4,661+207.2% |
| Participant deferral / active EE | $11,188 | $8,427+32.8% | $8,070+38.6% | $6,689+67.3% |
| Admin fee / account holder | $6,935 | $15,053-53.9% | $13,006-46.7% | $13,398-48.2% |